Home → Integrations / Bolt-Ons → Rubi Outlook Plugin (New) - COMING SOON → Log a quick interaction

1.7. Log a quick interaction

To log a quick interaction, you must ensure you have set default values for the quick interaction.

1. Set Defaults (if Quick Interaction is disabled):

• Open ⚙ Settings.
• Define default values for Outcome, Service, Category, and Notes.
• Click OK to save.

 

2. Log a Quick Interaction:

• Open an email.
• Select the contact from the dropdown (if more than one contact is in the email).
• Click Log a Quick Interaction.
• Confirmation: A message appears: “Quick Interaction logged for <contact>”.